DUTIES & RESPONSIBILITIES
- Deliver a full range of tax services in compliance with federal and state laws and regulations.
- Ability to prepare financial statements.
- Identify and mitigate tax risks.
- Supervise and mentor accounting staff and assess performance.
- Read and be familiar with pronouncements from the AICPA, FASB, and GASB.
- Stay up to date on firm policies, procedures, and the AICPA and the state CPA society's rules, regulations, and Code of Ethics.
- Market the firm to new clients and look for opportunities to provide additional services to our existing clients.
- Monitor progress of engagements in relation to budgets and deadlines.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining a personal network; participation in professional organizations.
- Leads and nurtures a work culture that promotes open and frequent communication among staff; stimulating teamwork to accomplish desired goals and objectives.
- Supports the partner team and contributes to the development of the business plan.
- Must be able to travel to client locations (usually within one to two hours of the office), approximately 50-60%.
- Perform other job functions and projects as requested to support the firm.
SKILLS AND QUALIFICATIONS
- Minimum 8 to 10 years' experience in commercial client experience.
- Bachelor's degree in Accounting Required. Master's degree in Accountancy preferred.
- CPA required.
- Supervisory experience.
- Good work ethic, service driven, strong organizational and analytical skills, and the ability to take on responsibility and leadership.
- Proven track record of marketing to, bringing in, and managing new clients.
- Willingness to drive firm initiatives and lead new firm projects.
- Excellent presentation, communication, listening, and interpersonal skills.
- Excellent written and oral communication skills.
WORKING CONDITIONS
- Frequently communicates with employees and clients; must be able to exchange accurate information in these situations.
- Frequently operates a computer and other office productivity machinery, such as a phone, copy machine, and computer printer.
- Occasionally move about inside the office to access file cabinets, office machinery, etc.
- Ability to lift up to 25lbs.
- Ascend/descend stairs.
- Minimal hazardous material exposure.
- Minimal noise level.